“Backstop is very user-friendly, intuitive, and has broad functionality. It is not just a great platform for contact information and a repository for all client engagement, but also useful in marketing campaign management and identifying suitable targets. In addition, the support provided is professional, informed, and readily available to assist …

“With multiple PMs, we saw the benefit of having a centralized solution for investor management from the start. The system was very easy for everyone to get. There was no intensive training time, and we really appreciate all the help we got from the Backstop team as we were starting …

“We run private commingled funds across various opportunities that include everything from real estate to hedge funds. We also do more niche-type asset classes. For example, we own private golf clubs and manufactured housing communities, and make those opportunities available to our qualified clients. We like to think we’re able …

“Backstop is very customizable…the client/marketing team has been able to build out our instance and do a lot with it. The support team is very responsive. The report builder has been extremely useful for our client team, and the ETK function even more so.”

“It is an excellent product, allowing us to effectively "mirror" our Trustee record keeping; which provides us the ability to reconcile and identify any potential errors and strengthens our level of assurance.”

“Great relational database for information tracking, contact management, client management, distribution, and accounting.”

“I work in Backstop 8 hours a day, 5 days a week. It is our document database and main data depository. It provides us with the tools we use on a daily basis to both analyze and house our data and all the documents that we receive. Besides ease of …

"Backstop will help us achieve our goals as an investment firm, both through their technology solutions and as a trusted partner.”

“We can send out an email to our accountants and know they’re not going to see everything in the world. They’re just going to see what you told them they should see. It is genius.”

“We’re considered an institutional player, and Backstop is definitely one of those functions that can make every group a better performer and further institutionalize our investment management program.”

“Not only are we happy with the cost savings provided by Backstop, we’ve experienced at least a 10% improvement in report generation time. By moving performance reporting to Backstop, we’ve improved our data accuracy, and it’s even helped us better communicate across the team. We’ve been really impressed by Backstop’s …

"We’re using Backstop to track where we are in the lifecycle of an investor – from prospect to close to stewardship.”

"Most funds are not managed by a nonprofit organization. We have to be entirely transparent in the way our Fund spends its resources.”

"Early on, the value of Backstop software came from making things we were already doing better. Now they’re helping us do things we hadn’t even contemplated or anticipated.”

“Follow up very responsive and creative with solutions. Client focused.”